Category Archives: Uncategorized

A Dry State

In 2011 (“Water, Water, Every Where, Nor Any Drop To Drink”), we wrote about how a growing, industrializing world population was placing strain on the planet’s fresh water resources.  Back then there was an obvious need for governments to be thinking about expanding their water supply options.  Today, the issue is more urgent, and closer […]

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3D Printing

Perhaps better described as “additive manufacturing,” the so-called 3D printing industry comprises a relatively new group of technologies that allows the creation of solid objects from digital models.  We believe the moniker is somewhat misleading, because although some 3D printers and their components are reminiscent of traditional office document printers, their purpose and the end […]

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2014 – The Year Ahead

As the investment years pass by, certain things remain constant. Short-term stock market fluctuations are a function of investor reactions to developing news events, while longer term they’re all about the growth of corporate profits, dividends, and changes in valuation. What were the investment consequences of the crash of 1987, the tragedy of 9/11, or […]

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2013 – The Year Ahead

The U. S. election is history, but substantial questions still remain. For investors there are three significant unknowns: the fate of the eurozone, the rate of Chinese economic growth, and of course, the eventual outcome of our own economic and fiscal difficulties. As we look forward, these issues are the likeliest sources of investment risk. […]

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Housing – the Bubble, the Collapse, the Recovery?

Around the turn of the millennium, fueled by a perfect storm of ridiculously easy credit, non-existent government oversight, and basic human greed, a housing boom was born. By the end of 2006, the median price of existing homes had risen 67% to $225,000 and the National Association of Realtors housing affordability index had declined by […]

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2012 – The Year Ahead

The year 2011 saw little progress in the equities arena. The financial news has been discouraging. Our economy is growing, but far too slowly to put a meaningful dent in the high unemployment rate. The government’s debt load continues to swell and our elected officials seem incapable of implementing solutions. Additionally, the possibility of a […]

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“Water, water, every where, nor any drop to drink”

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What About Inflation?

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The State of the States

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2011 – The Year Ahead

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